Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rheeta? Claim Your ProfileRheeta Anne Wilson-fitzpatrick is a financial advisor with over 24 years of experience in the industry. Rheeta Anne is currently registered with J.p. Morgan Securities LLC in Arizona and Texas. Rheeta Anne has also held previous registrations with several firms, including MML Investors Services, LLC, Park Avenue Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, ProEquities, Inc., InterSecurities, Inc., G. A. Reppe & Company, and NYLIFE Securities Inc. Rheeta Anne specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
07/17/2018 - Present
J.p. Morgan Securities LLC (Phoenix AZ)
FL
07/18/2016 - 09/14/2016
MML INVESTORS SERVICES, LLC (ORLANDO FL)
OH
07/10/2014 - 02/01/2016
PARK AVENUE SECURITIES LLC (WORTHINGTON OH)
OH
11/21/2012 - 07/07/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
07/27/2011 - 11/30/2012
PARK AVENUE SECURITIES LLC (COLUMBUS OH)
FL
09/08/2006 - 10/01/2010
PROEQUITIES, INC. (MAITLAND FL)
FL
06/28/2004 - 09/15/2006
INTERSECURITIES, INC. (WINTER PARK FL)
AL
08/05/2003 - 06/29/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
01/04/1999 - 07/29/2003
G. A. REPPLE & COMPANY (CASSELBERRY FL)
NY
04/21/1998 - 01/07/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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